See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,132 | $89,652-29.6% | $141,162-55.3% | $65,185-3.1% |
| Participation rate | 90.0% | 74.7%+15.3pp | 82.5%+7.5pp | 70.2%+19.8pp |
| Annual return | -16.11% | 32.79%-48.9pp | 71.39%-87.5pp | 29.38%-45.5pp |
| Employer contribution / active EE | $10,297 | $3,065+236.0% | $4,735+117.5% | $2,177+373.1% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |